Aditya Birla Sun Life Equity Advantage Fund vs Quant Large and Mid Cap Fund compare

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tortoise-icon Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

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tortoise-icon Quant Large and Mid Cap Fund-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Aditya Birla Sun Life Equity Advantage Fund - Regular Growth Quant Large and Mid Cap Fund-Growth
Fund Aditya Birla Sun Life Equity Advantage Fund - Regular Growth Quant Large and Mid Cap Fund-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹6094 Cr ₹3283 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 24 Feb 1995 11 Dec 2006
Category Large and Mid Cap Large and Mid Cap
Fund Type Open Ended Open-ended
Benchmark BSE 250 Large MidCap Index NIFTY LARGE MIDCAP 250 TRI
Turn Over 62% %
Expense Ratio 1.89 1.93
Manager Atul Penkar Sanjeev Sharma
ISIN Code INF209K01165 INF966L01341
Exits Load Exit load of 1%, if redeemed within 90 days./365 Exit load of 1%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Equity Advantage Fund - Regular Growth Quant Large and Mid Cap Fund-Growth
1 Month -7.75% -10.41%
6 Month 3.42% -6.47%
1 Year 21.06% 27.97%
3 Year 6.68% 18.26%
5 Year 15.17% 23.8%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Equity Advantage Fund - Regular Growth Quant Large and Mid Cap Fund-Growth
6 Month - -
1 Year 14.74% 9.51%
3 Year 17.63% 25.99%
5 Year 17.53% 26.91%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Equity Advantage Fund - Regular Growth Quant Large and Mid Cap Fund-Growth
1 Year 15.76% 15.18%
3 Year 14.97% 15.81%
5 Year 15.17% 14.26%

Risk Management

Scheme Name Aditya Birla Sun Life Equity Advantage Fund - Regular Growth Quant Large and Mid Cap Fund-Growth
Standard Deviation 13.91% 15.18%
Sharp 0.22% 1.39%
Beta 1.01% 0.97%
Alpha -8.15% 5.83%

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Fund Managers

Scheme Name Aditya Birla Sun Life Equity Advantage Fund - Regular Growth Quant Large and Mid Cap Fund-Growth
Name Atul Penkar Sanjeev Sharma
Total AUM ₹21393 Cr ₹39731 Cr
Fund Manage 3 22
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth Quant Large and Mid Cap Fund-Growth

Market Cap

Scheme Name

Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

Quant Large and Mid Cap Fund-Growth

Others 0.93 14.36
Large Cap 51.01 48.99
Mid Cap 36.23 36.64
Small Cap 11.87 -

Sector Allocation

Scheme Name

Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

Quant Large and Mid Cap Fund-Growth

Others 0.93 14.36
Energy 9.55 -
Technology 5.78 -
Materials 3.24 -
Construction 4.45 5.87
Financial 22 -
Healthcare 3.71 -
Metals & Mining 3.64 -
Chemicals 1.33 -
Services 15.82 -
Capital Goods 9.01 -
Automobile 9.56 -
Consumer Staples 1.39 -
Consumer Discretionary 4.28 -
Communication 2.14 -
Insurance 0.8 6.51
Textiles 2.41 -
Petroleum Products - 9.31
Finance - 7.2
Diversified FMCG - 11.75
Cement & Cement Products - 1.38
Transport Services - 4.4
Ferrous Metals - 7.1
Telecom - Services - 1.27
Pharmaceuticals & Biotechnology - 9.07
Personal Products - 0.6
Agricultural Food & other Products - 2.91
Food Products - 2.98
IT - Software - 0.45
Diversified - 1.08
Auto Components - 7.82
Power - 4.19
Beverages - 1.74

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